Wednesday, 18 September 2019

1:30-2:30 p.m.

Skill-Building Workshops

The Perfect Financial Services Resume
Victoria McLean
Founder and CEO
City CV

  • Your CV/resume is your future. Bridge the gap between where you are now and where you want to take your career.
  • It’s marketing: What’s your brand? What’s your pitch? Get ready for action.
  • Artificial intelligence and the applicant tracking system: 80% of jobs advertised online could be screened by a computer. Beat the bots to ensure you get over the first hurdle.
  • Tell a story, start with a bang, and provide just the right amount of context to hook your audience: Show don’t tell.

The Path to Corporate Boards: Prepare, Connect, and Present
Julie Castro Abrams
CEO, How Women Lead
Managing Partner, BoardLeaders​

  • What skills are in demand for board members and how to get them
  • Samples of “board bios” and how to fit into the profile
  • Making connections to get you to the board room
  • How to highlight and present your skills in the best light on your CV

The Ultimate Success Formula: Leadership Presence and Emotional Intelligence
Christiane St-Amour
​Executive Coach and Leadership Development Specialist

  • What can leadership presence and emotional intelligence do for your career?
  • Emotional intelligence: The critical element to your success
  • What is leadership presence, and how can you build personal influence in your organization?

2:30-3:00 p.m.

Break and Networking

3:00-3:15 p.m.

Conference Welcome

Diane C. Nordin, CFA
Chair, CFA Institute Board of Governors
Director, Federal National Mortgage Association

3:15-4:00 p.m.

Initial Learnings from Experimental Partners: Leveraging Research on Diversity and Inclusion

Rebecca A. Fender, CFA
Head, Future of Finance
CFA Institute

Kelli E. Palmer
Head, Global Diversity & Inclusion
CFA Institute

Thomas Collimore, CFA, Moderator
Senior Director, Institutional Partnerships
CFA Institute

  • An update on the state of Diversity and Inclusion in the industry, and industry reaction to the Driving Change report released at the 2018 conference
  • Which of the 20 recommendations are of most interest and why
  • How firms are beginning to implement the recommended actions and how they plan to measure progress

4:00-4:15 p.m.

Advocating for Gender Diversity across Markets and Industries: A Commitment of the Investor Leadership Network to Boost Performance

Oona Stock
Executive Vice President of Talent and Performance and Chief Human Resources Officer

Read more about the Investor Leadership Network, an open and collaborative platform for leading investors interested in addressing sustainability and long-term growth. A direct outcome of Canada’s 2018 presidency of the G7, the ILN focuses on concrete actions and global partnerships.

4:15-5:00 p.m.

Break and Networking

5:00-6:00 p.m.

A Sense of Mission: Leadership Lessons Learned from Space

Cady Coleman
​Former NASA Astronaut and Air Force Colonel

Sophie Palmer, CFA, Moderator
Regional Director and Portfolio Manager, Private Wealth Management
Jarislowsky, Fraser Limited

  • Developing your sense of mission and what that means
  • Facilitation problem solving among groups with diverse interests by making space and having hard conversations
  • Inspiring your team to be their best

6:00-7:30 p.m.

Evening Reception

Meet and Greet with Cady Coleman